Cedar Point Capital Partners @CPC_Partners
Fee-Only Full-Time Fiduciary & Registered Investment Adviser. Let’s Grow Together. Tweets ≠ Advice. Disclosures: https://t.co/UwcuEfwTXk cedarpointcap.com Iowa City / Cedar Rapids Area Joined February 2022-
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In this month’s #CapitalInsights, Trent Von Ahsen unpacks the trade-offs in today’s corporate bond market—and what tight credit spreads could signal for investors navigating risk in the months ahead. #cedarpointcapitalpartners #creditspreads youtube.com/watch?v=IfA1ac…
As the #UniversityofIowa is updating its #TIAA retirement plans this fall, we are revisiting an old blog to see how these plans work, and how an independent fiduciary can help you navigate the changes confidently. cedarpointcap.com/financial-insi…
Estate planning isn’t just about having documents—it’s about making sure they work together. In this month’s Planning Corner, David & Nick break down the components of an effective estate plan and why coordination is key to achieving your goals. 📝 youtube.com/watch?v=tEFeMJ…
Missed it the first time? Last month, David and Nick broke down what the One Big Beautiful Bill Act (OBBBA) means for your taxes, deductions, and long-term financial strategy. With sweeping changes happening soon, now is a great time to catch up. youtube.com/watch?v=m3H5jM…
Today we pause to remember the lives lost, the families forever changed, and the heroes who answered the call on 9/11. We honor their legacy and the resilience of our nation. #NeverForget
Sometimes growth feels uncomfortable -- that’s a sign you’re moving in the right direction. Progress doesn’t always happen in cruise control. #forwardthinking #cedarpointcapitalpartners #wednesdaywisdom
A great day on the green at the Mount Mercy Golf Classic ⛳ Always proud to support local events (and enjoy a little friendly competition along the way!)
Big tax changes are here. From expanded deductions to “Trump Accounts” for kids, the #OBBBA could impact your financial strategy in major ways. Here’s what to know: cedarpointcap.com/financial-insi…
Cheering on all the students in our Cedar Point family as they head back to school! ✏️🍎
Happy Labor Day! A day to recognize the hard work and dedication that keeps our communities moving forward. #LaborDay2025
On August 29, 1862, the United States Bureau of Engraving and Printing began operations—marking a major shift in how U.S. paper money was produced. 💵 Read more here: bep.gov
Wrapping up summer with a Kernels game, good food, and great company ⚾🍿
In this month’s edition of Capital Insights, Trent Von Ahsen explores how your withdrawal strategy can make or break your retirement plan. 🕰️ From withdrawal rates to long-term sustainability, here's what to know to help your savings last a lifetime. youtube.com/watch?v=ftB0vn…
In August's edition of #ThePlanningCorner, David and Nick break down key planning changes that came with the passage of the #OneBigBeautifulBill -- and what this could mean for your financial strategy moving forward. youtube.com/watch?v=m3H5jM…
On August 14, 1935, President Franklin D. Roosevelt signed the Social Security Act, creating a safety net for older Americans, the unemployed, and those in need. Born from the hardships of the Great Depression, it remains a cornerstone of the New Deal’s legacy. Read more here:…
A chance to go behind the scenes and back in time -- we had a wonderful evening hosting our guests on the Nooks and Crannies tour of @BrucemoreSite ✨
Once again we have a full basket of supplies to donate to foster youths as they head back to school! ✏️ We're thankful to be part of a community with organizations like @fhfofiowa that help kids start their educational journey with the tools they need to succeed.…
Smart investing isn't about reacting. It's about staying patient, focused, and aligned with your long-term goals. 🕓 #wednesdaywisdom
Wishing a very happy birthday to Bridget! We're so thankful for all you do for our team. Hope your day is filled with lots of laughs and cake 🎂!
🎉 Join us in wishing Blake a happy birthday today! Hope it’s a good one—with plenty of golf, Cubs wins, and all his favorite things. 🎂⛳️⚾️
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